Balanced Wealth Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
Other funds holding SLYG
DE
EFG
Balanced Wealth Group's SLYG Position: Q2 2026 in Review
Balanced Wealth Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 59% in Q2 2026, selling an estimated $7.65M and leaving 48,384 shares worth $5.76M. The position accounts for 1.82% of the portfolio, ranked #15.
Balanced Wealth Group first reported a position in SLYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q1 2026. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.
- Balanced Wealth Group held 48,384 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $5.76M as of Q2 2026.
- Balanced Wealth Group sold 70,655 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $7.65M.
- State Street SPDR S&P 600 Small Cap Growth ETF made up 1.82% of Balanced Wealth Group's portfolio in Q2 2026, its #15 holding.
- Balanced Wealth Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
- Balanced Wealth Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $11.5M in Q1 2026.
- 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.
Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.